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Living Locally

SAGE Connected Investing’s Patti Dolan recognized at Wealth Professional Awards

July 09, 2018

The NEI Investments Award for Excellence in Responsible Investment recognizes the financial advisor or team that provides “outstanding socially responsible investment strategies for their clients.”

It is the only award that specifically recognizes responsible investing at the Wealth Professional Awards, and in June 2018, Calgary’s own Patti Dolan – Chief Ethics Officer at SAGE Connected Investing – was honoured to take home the award.

“Many investment firms dabble, but this is what we live and breathe at SAGE Connected Investing,” Patti says. Patti herself was an early adopter of Responsible Investing, having specialized in the practice since 1995.

Responsible investing is the practice of investigating funds and businesses for proper governance – with attention to social and environmental impact – before investing in them. SAGE specializes in aligning client values with their investment portfolios.

She didn’t think much of the nomination initially and wasn’t intent to pursue it until SAGE founder Brad Moore pushed her to do it. “He knows the work we do around this and how we take it to heart.” She says. “It’s nice to have that recognized.”

The win took her by surprise. “I was already there for a panel discussion, and then the dinner happened to be the next night. It was quite a fancy ordeal.”

“I had just barely sat down for dinner when the man next to me said ‘They called your name!’”

 The award serves as a validation of the work that SAGE has done, and that Responsible Investing has a leading edge in the Canadian market.

“It just reinforces that our strategies are moving in the right direction. I hope that this recognition will open the door for more people to realize that investing responsibly is possible.”


Click here to learn more about SAGE Connected Investing and its services.
Check out Patti and the rest of the SAGE team here.
Learn more about the Wealth Professional Awards.
Follow Patti on Twitter for updates and tips from the financial world.
Click here to check out SAGE Connected Investing’s Sustainability Profile.

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Did you know?

Employee & minority-owned businesses are the most profitable

Featured Event

Economics of Social Change | 5-course certificate program

May 23, 2018 - Nov. 20, 2018

Riddell Library & Learning Centre, MRU
4825 Richard Rd SW

Are you involved in a community change effort in your community?

Harness new tools in this 5-part workshop series designed for individuals passionate about community that are curious how to apply an economic lens to social issues. Grow your understanding of the connections between the local economy, community development and social change in areas such as food security, affordable housing and local job creation.

Workshops can be taken independently or completed in full to earn a certificate of completion. This workshop series is designed in partnership between the Institute for Community Prosperity at Mount Royal University and Thrive.

Topics include:

The solutions economy - May 23, 2018, 2-5 p.m.

Communities around the world are looking to the local economy as a means of addressing growing social and environmental issues. This workshop will explore the history of how the economy has evolved and the growing imperative to build a new economy focused on local solutions to create social change.

The changing nature of business - June 20, 2018, 2-5 p.m.

There is a growing responsibility worldwide for business to go beyond financial return to shareholders to seek a greater community benefit that prioritizes people and place. As a result, new ways of doing business are emerging. This workshop will explore the changing nature of business and the role of social enterprise and cooperatives to address issues related to the energy transition (climate change), housing, food security, local job creation, gender equality and Reconciliation.

Strengthening systems for community economies - Sept 11, 2018, 2-5 p.m.

Building inclusive community economies often requires systems change to enable more community-based economic development. This workshop will explore the current opportunities to affect policy change towards a more just and equitable society for all. Learn how localizing spending and fostering community ownership build inclusive community economies.

Reconciliation and an inclusive economy - Oct 25, 2018, 2-5 p.m.

Faced with growing income inequality and stubbornly high levels of poverty in communities across Canada, Reconciliation offers a new perspective on building the local economy. In this workshop, learn how Indigenous worldview intersects with community-based economic development and the opportunities to build a shared understanding that creates jobs and builds communities.

Financing social change - Nov 20, 2018, 2-5 p.m.

Social change efforts that fail often lack the financial foresight needed to create the social benefit they are seeking. This workshop will explore what financing tools exist to support social change efforts from grassroots lending circles and local investment to the growing impact investing sector. Learn from fearless pioneers that have succeeded in creating sustainable large-scale community change through different financing solutions.

Guess what? Bursaries are available for individuals that have financial and/or travel barriers to attend. Simply email with BURSARY in the subject line, explain your interest in the program, how the program will support your community change efforts and your reason for applying for a bursary.

Please note: Workshop times and locations may change depending on feedback from participants.

Economics of Social Change is made possible thanks to financial support from United Way of Calgary and Area and Family and Community Support Services Calgary.
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Did you know?

Non-local banks are 3x more likely to send your money outside your city